Tax Season Welcome Letters
To read our annual welcome letters for both individuals and businesses, please click on one of the links below. These are typically updated in early- to mid-January each year.
Appointment Policy for 2025
Tax return preparation or review appointments are recommended only if you have questions, updates, or important details about your tax return. We offer these appointments in person at our Rockville office, via phone, or on Zoom. We do not accept walk-ins, so please schedule ahead of time.
Appointments are available on a first-come, first-served basis, and the last day to schedule is March 22, 2025.
APPOINTMENT AVAILABILITY:
Tuesdays, Thursdays, Saturdays: 10:00 AM – 4:00 PM
Saturdays: Available only from February 8 to March 22, 2025
No appointments available: March 10 to March 17, March 24 to April 15
PHONE / ZOOM APPOINTMENTS:
Phone: Call our office at the time of your appointment. Please submit your documents at least 3-5 business days prior to secure your time slot.
Zoom: After scheduling, you should receive a confirmation email containing a Zoom link. Please connect at the time of your appointment.
To schedule, click on the “Book an Appointment” link in your TaxDome portal or call our office.
Worksheets
Whether you’re tracking home office expenses, Schedule C financials (coming soon!), or are using our 1099-NEC prep services — we have a worksheet for you to get started. More worksheets coming soon!
Blog
Every so often, we’ll post important information to our blog. Common topics include individual taxes, business taxes, our processes, important updates from our firm, deadlines, and more!
Pay Your Bill
Don’t want to mail a check? We have an easy way to pay your invoice right within our client portal, TaxDome! You can use credit or debit card, or you can choose to pay directly from your bank account. This method is the safest and most secure. You won’t need to login to make a payment, but you will need the link to your invoice.
Pay Your Taxes
Due to liability concerns, our firm will no longer initiate direct debit payments to the IRS and state tax agencies. You have two options to manage any balances due or estimated payments: by check and voucher, or online.
To pay via check and provided voucher, please be sure to follow the directions provided on each filing instructions page in the e-signature copy in the portal or the signature of your return.
To pay online, click on button below to be taken to our page of federal and state tax agency websites.
The IRS offers two methods for making tax payments electronically – Direct Pay and the Electronic Federal Tax Payment System, also known as EFTPS. Direct Pay is generally better for one time or occasional payments, while EFTPS is ideal for taxpayers who make regular online tax payments.
Refund Status
We know it can be nerve-racking to wait on a big refund! We ask that you please do not contact our firm until you have first checked the status of your refund(s) through the appropriate tax agencies. Unfortunately, we do not have any control over those agencies’ refund processes.
Click on the link below to access the IRS’s “Where’s My Refund” service. You will need your Social Security Number, your filing status, and your exact refund amount. Please refer to your tax return provided to you for this amount.
For state tax agencies, you will need to navigate to the appropriate website (“Tax Agencies” button under the Pay Your Taxes section below) and look for the “Where’s My Refund” area.
Work with Us Remotely
We use a secure, intuitive client portal to help ease the communication between us and our clients. Here are some of our favorite features:
Everything is in one place: you can electronically sign documents, complete organizers, and upload documents without going to multiple websites all from your mobile phone or computer.
It helps maintain a secure exchange of information & safety of your personal data. TaxDome has a built-in secure messaging system, where we can request information we need from you or chat in real time.
It is mobile friendly, so you can access it anytime, anywhere!
Learn more about TaxDome HERE.
For current clients only: to access your TaxDome account, click HERE.